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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
Withum Expands in the Baltimore Area

Firm Management August 4, 2023 

Withum Expands in the Baltimore Area

The top 25 firm acquired the specialized health care assurance and risk consulting practice of TMDG, and the tax and audit practice of PBMares.

Jason Bramwell

ESG Backlash Presents Companies with Opportunity

Accounting August 4, 2023 

ESG Backlash Presents Companies with Opportunity

A majority, 61%, of U.S. companies surveyed expect ESG backlash to continue or increase over the next two years, according to a report issued by The Conference Board.

Isaac M. O'Bannon

CLA Picks Up Washington CPA Firm Frost & Company

Firm Management August 4, 2023 

CLA Picks Up Washington CPA Firm Frost & Company

As a result of the acquisition, CLA now has over 30 professionals who worked for Frost & Company in Tacoma and Lacey, WA.

Jason Bramwell

 AvidXchange Names New COO and CPO

Accounting August 3, 2023 

AvidXchange Names New COO and CPO

Feldman will continue to oversee the transformation of the company’s service and fulfillment operations around standardization, sourcing and automation.

Isaac M. O'Bannon

AICPA Updates Digital Assets Practice Aid

Accounting August 3, 2023 

AICPA Updates Digital Assets Practice Aid

This free, comprehensive practice aid is regularly updated to keep practitioners informed of the rapidly evolving digital assets landscape, enabling them to adapt to changes effectively.

Isaac M. O'Bannon

Melanie Lauridsen Named as New VP, Tax Policy & Advocacy for AICPA & CIMA

Accounting August 3, 2023 

Melanie Lauridsen Named as New VP, Tax Policy & Advocacy for AICPA & CIMA

Lauridsen will represent the Association’s interests in legislative and regulatory based tax advocacy efforts, building on the foundation of her predecessor, Edward Karl.

Isaac M. O'Bannon

State CPA Society News and Updates – August 2023

Firm Management August 1, 2023 

State CPA Society News and Updates – August 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Cetrom logo coloronwhite-logo-300dpi

Firm Management August 1, 2023 

Cetrom Introduces Cetrom Connect to Bridge IT Gap Created by New FTC Safeguards Rule

With the enforcement of the FTC Safeguards Rule on June 9, 2023, firms involved in tax preparation are now required to meet a whole new set of requirements to avoid penalties.

Isaac M. O'Bannon

FASB Seeks Public Comment on Proposal to Improve Disclosures around Income Statement Expenses

Accounting August 1, 2023 

FASB Seeks Public Comment on Proposal to Improve Disclosures around Income Statement Expenses

The proposed ASU would require public companies to provide detailed disclosure of specified categories underlying certain expense captions in interim and annual periods.

Isaac M. O'Bannon

Emerging Trends in Fin Serv: What Service Providers Need to Know

Firm Management August 1, 2023 

Emerging Trends in Fin Serv: What Service Providers Need to Know

Keeping up with emerging trends is essential for staying relevant and connecting with your target audience effectively.

Accounting Firm UHY LLP Expands into New Hampshire Market

Firm Management August 1, 2023 

Accounting Firm UHY LLP Expands into New Hampshire Market

The combination of firms was effective July 31, 2023, and brings Bigelow’s deep history in New Hampshire to UHY’s existing Northeast presence spanning nine locations in New York and Connecticut.

Isaac M. O'Bannon

 New Canopy Insights Advances Practice Management Analytics with AI Features

Accounting August 1, 2023 

New Canopy Insights Advances Practice Management Analytics with AI Features

This new feature of the Canopy platform will provide accounting professionals with powerful insights to develop deeper advisory relationships with their clients and simplify complex firm data in a few clicks. 

Isaac M. O'Bannon

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